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Wealth Management Morning Memo

MAY 21, 2019

PEOPLE

Thirteen of the Highest-Paid Wealth Management Executives

Dan Whateley and Diana Britton

It may seem like these execs made a lot of money last year, but they have purview over some of the largest advisor forces in the industry.

FULL ARTICLE

ETFS

Going Beyond ETF Costs Pays Dividends

Todd Rosenbluth

Not all dividend ETFs are the same, despite the low costs.

FULL ARTICLE

SPONSORED CONTENT

Longevity: Does 4% Withstand the Test of Time

Sponsored by Informa Financial Intelligence

Your clients nearing retirement age need to be concerned about outliving their investments.

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CAREERS

Five Habits for Developing Mental Toughness

Matt Oechsli

Being able to handle rejection is the hardest part.

FULL ARTICLE

SPONSORED CONTENT

Preparing for a Populist Future

Sponsored by T Rowe Price

Markets have yet to grasp the impact of radical economic policies.

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The Daily Brief

INDUSTRY

Rockefeller Recruits First Bay Area Advisors From UBS

Patrick Donachie

Wealth advisors Bruce Tenenbaum and Andy Lam join the firm from UBS Private Wealth Management; it is the latest move in Rockefeller's regional expansion.

FULL ARTICLE

TECHNOLOGY

Waddell & Reed Deploys Thomson ONE Technology

Samuel Steinberger

Eager to provide its advisors with better connectivity, Waddell & Reed is building a desktop "hub."

FULL ARTICLE

Report: Plan Advisor Views on Target Date Funds

Retirement plan advisors expect to increase their reliance on TDFs in the coming years.

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INDUSTRY

Peter Raimondi’s Dakota Wealth Management Acquires Women-Owned Firm

Patrick Donachie

The acquisition marks the fourth for Dakota since its formation in 2018.

FULL ARTICLE
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